Lighthouse Central Florida, Inc.'s EIN is 59-2418228.
Download the official 2023 Form 5500 (PDF) for Lighthouse Central Florida, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lighthouse Central Florida, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $475K | 13.6% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $369K | 10.6% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $361K | 10.3% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $351K | 10.1% | |
| Great-West Key Guaranteed Portfolio Fund | Other securities | — | — | $294K | 8.4% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $277K | 7.9% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $205K | 5.9% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $169K | 4.9% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $133K | 3.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $131K | 3.8% | |
| T. Rowe Price T. Rowe Price QM US Small-Cap Growth Eq | Other securities | — | — | $110K | 3.2% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $78K | 2.2% | |
| Wells Fargo Wells Fargo Spec Mid Cap Value R6 | Other securities | — | — | $75K | 2.1% | |
| Wells Fargo Wells Fargo Spec Small Cap Value I | Other securities | — | — | $59K | 1.7% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $45K | 1.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $44K | 1.3% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $43K | 1.2% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $41K | 1.2% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $36K | 1.0% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $34K | 1.0% | |
| Federated Hermes Instl High Yield Bond IS | Other securities | — | — | $30K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $28K | 0.8% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $19K | 0.5% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $17K | 0.5% | |
| Baird Core Plus Bond Inv | Other securities | — | — | $17K | 0.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $15K | 0.4% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $9K | 0.3% | |
| T. Rowe Price T. Rowe Price Balanced Fund | Other securities | — | — | $8K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $8K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | Mutual Funds | — | — | $7K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARPENTER MORSE GROUP | — | LONGWOOD, FL | CONTRACT ADMIN | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | OAK BROOK, IL | AUDITOR | $18K | — |
